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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,571 | $81,276+301.8% | $155,574+109.9% | $80,925+303.5% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.7%+29.2pp |
| Annual return | 21.49% | 33.36%-11.9pp | 64.87%-43.4pp | 35.65%-14.2pp |
| Employer contribution / active EE | $12,570 | $3,103+305.1% | $4,676+168.8% | $2,756+356.1% |
| Participant deferral / active EE | $7,539 | $3,453+118.4% | $5,629+33.9% | $4,299+75.4% |
| Admin fee / account holder | $25,403 | $7,993+217.8% | $15,914+59.6% | $6,940+266.0% |